Just starting with Delta and want to setup your portfolio? This is now easier than ever before with the ability to connect directly to more than 15 exchanges and many wallets. Here is a comprehensive guide to get you started!
Setup for Full Transaction History in One Portfolio
Follow this guide if you are interested in having your full transaction history in Delta and not just final balances. This helps you get your profit & loss numbers as accurate as possible. Since your cryptocurrencies are traded on multiple exchanges and stored in various wallets, the best place to get started is with Exchange Account Connections and Wallet Connections.
A) Setup exchange account connections
Most exchanges (like Binance, Coinbase, etc.) allow us to access your full transaction history and setting these up is easy by following the steps below. But some exchanges (like Bittrex, Digifinex, Yobit, etc.) have a time limit on how far we can go back or limitations on what we can import. In such cases it might be best to import past transactions using the CSV Import feature on our desktop app (see Section B below) and then connecting to the exchange only to import future transactions (by keeping the "Import past transactions" button OFF).
For exchanges that support full transaction history:
- Start with the blank "main" portfolio and add your first exchange connection by following the steps here. Make sure to turn ON the "Import past transactions" and the "Import withdrawals / deposits" buttons.
- Check the final balances imported by the exchange connection. Note that, even for exchanges that support full transaction history, there are some limitations. For example, Binance connection will not report transactions for any delisted coins or some exchanges will not report air-dropped coins. These transactions have to be added manually.
- Create a separate new portfolio and connect it with your second exchange connection.
- Check the balances again keeping in mind limitations for that exchange.
- After you have verified the balances and transactions you can move over all these imported transactions as well as the account connection to your first portfolio. To do so, go to Settings, then open "Manage Exchange Connections". Open the exchange connection (which at the moment is linked to your second portfolio) and under "Portfolio To Import To" select the first main portfolio and tap "Update Connection". Now you have one portfolio which is connected to both the exchanges.
- Repeat the process (steps 3, 4, and 5) for any more exchanges that you traded on and can connect to via Delta. Free users can connect to two exchanges while as a Delta PRO user you can have as many exchange connections as you want.
B) Import transactions from CSV files:
For exchange that do not allow us to import your full transaction history (like Bittrex), it is best to import the past trades using the Import CSV feature which is only available on the desktop app at the moment.
- Download and install the desktop app.
- Sync the desktop app with your mobile phone that already has Delta.
- Login to the exchange and export your transactions to a CSV file.
- At the moment, Delta does not support directly importing these CSV files and you need to convert it in Delta's own format before importing. You can do so manually or use a third party tool like xCsv to do so.**
- Follow the steps here to successfully import the CSV file into your main portfolio in Delta. It is recommended to create a new blank portfolio and import the CSV file into it and once you verify the import is working as expected you can import the final CSV file into the main portfolio.
- Check the balances and ensure transactions are imported properly. You can always revert (undo) the import, make changes to the CSV and import it again. Once you have the final CSV file ready you can import it into the main portfolio.
- Lastly, do not forget to setup the exchange connection for future transactions from the mobile app. Follow the steps from here, but this time keep the "Import past transactions" button OFF. This will only import transactions from this point onward.
C) Setup wallet connections
- Create a new blank portfolio and connect to a wallet by following the steps here. Remember to turn ON the button for "Import past transactions".
- Once you verify the imported balances, similar to exchange account connections, you can move all the transactions and the connection itself to your main portfolio. To do so, go to Settings, then open "Manage Wallet Connections". Open the wallet connection and under "Portfolio To Import To" select the main portfolio and then tap "Update Connection".
D) Completing the portfolio manually
- For exchange or wallet connections we don't support or that have limitations, the appropriate transactions have to be added manually one by one or in a batch using a Delta format CSV (and import it via the desktop app).
- If you have wrong or negative balances (which is possible due to the limitations imposed by the exchanges), here are some common reasons for those and how to resolve them.
It is highly recommended to create a back-up QR code which acts as a recovery key after your portfolio is fully setup. Note that the QR code is dynamic i.e. changes to your portfolio are reflected in it so it cannot be used to revert changes. For that purpose, you can periodically export your portfolio to a CSV file from the Delta desktop app.
Please don't hesitate to contact us ([email protected]) if you need any assistance in setting up your portfolio or with any other questions. Thank you for choosing Delta!
** xCsv is a third-party service that is not owned or controlled by Opus Labs NV (Delta). Opus Labs NV has no control over, and assumes no responsibility for, the content, privacy policies, or practices of any third party web sites or services.